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Customer experience | Sales, Customer Insights,...
Suggested Answer

Limit users option to add columns to a view

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Posted on by 20

Hi

In Dynamics it is possible for at user to add columns from the current entity or a related entity to a view. 

However, we have a specific field that we do not want the users to be able to add to any views. Is there a way to limit users options to add columns to views?

It won't work to use field-level security, as the users should have access to the field on a form if some confitions are met.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check this - d365demystified.com/.../

    Basically - the "Searchable" parameter, that's called "Available for Advanced Find" behind the scenes.

  • MMCJF Profile Picture
    20 on at

    Hi. Thanks for your reply. 

    Setting the searchable parameter to 'no' makes the field disappear in Advanced Find. However, it seems like users can still add the column to a view using the configure columns option. 

  • Path1n1 Profile Picture
    on at

    Do you want users able to read and edit the field in forms but just stopping them add to views?

    field security permissions block users read , write , update but  I don't think blocking them to add in views .

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